Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60.5K Buy
1,113
+400
+56% +$21.7K ﹤0.01% 1722
2025
Q1
$35.9K Sell
713
-267
-27% -$13.5K ﹤0.01% 1925
2024
Q4
$44.5K Sell
980
-32
-3% -$1.45K ﹤0.01% 1768
2024
Q3
$48K Buy
1,012
+15
+2% +$712 ﹤0.01% 1676
2024
Q2
$45.7K Sell
997
-7
-0.7% -$321 ﹤0.01% 1597
2024
Q1
$43.5K Sell
1,004
-43
-4% -$1.86K ﹤0.01% 1594
2023
Q4
$41.5K Buy
1,047
+112
+12% +$4.44K ﹤0.01% 1548
2023
Q3
$31.5K Hold
935
﹤0.01% 1546
2023
Q2
$31.3K Buy
935
+244
+35% +$8.16K ﹤0.01% 1569
2023
Q1
$22.4K Buy
691
+12
+2% +$389 ﹤0.01% 1692
2022
Q4
$18.8K Buy
679
+70
+11% +$1.94K ﹤0.01% 1702
2022
Q3
$16K Hold
609
﹤0.01% 1753
2022
Q2
$16K Buy
+609
New +$16K ﹤0.01% 1753
2021
Q4
$20K Buy
609
+11
+2% +$361 ﹤0.01% 1679
2021
Q3
$17K Buy
598
+351
+142% +$9.98K ﹤0.01% 2392
2021
Q2
$7K Buy
247
+134
+119% +$3.8K ﹤0.01% 2925
2021
Q1
$3K Buy
+113
New +$3K ﹤0.01% 3116